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Mallory D

Series 66

Massillon, OH

Edward Jones

Mallory D'augustine is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ian G

Series 66

Kent, OH

J.P. Morgan Securities

Ian Golias is a Series 66-licensed financial advisor with J.P. Morgan Securities. He has held various roles in the financial services industry since 2021, including positions at Huntington National Bank, Wells Fargo, and Equitable Advisors. Outside of his advisory work, he teaches chess classes for a nonprofit organization in Northeast Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Joseph M

Series 63

Massillon, OH

Edward Jones

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua T

Series 63, Series 65

North Canton, OH

Ameriprise

Joshua Thurman is a financial advisor with Ameriprise in North Canton, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank between 2014 and 2026. He serves as a board member for North Canton Cares Pantry, a local food pantry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Barry O

Series 63

Canton, OH

Edward Jones

Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Daniel I

Series 66

Wadsworth, OH

LPL Financial

Daniel Ishee is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2007 and previously at Raymond James Financial Services from 2000 to 2007. Outside his advisory role, he volunteers at Wadsworth High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Derek C

Series 66

Tallmadge, OH

Ameriprise

Derek Crihfield is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of his advisory role, he is involved in a staffing business, Eclipse Dental Solutions. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark M

CFP®, Series 66

North Lawrence, OH

Ameriprise

Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Richard D

ChFC®, Series 63

Wadsworth, OH

LPL Financial

Richard Doyle is a ChFC®-designated financial advisor with 24 years of industry experience, currently serving clients through LPL Financial since 2010. Prior to joining LPL, he worked at Merrill from 2005 to 2010. Outside of his financial advisory work, Doyle is involved in the arts as an artist and writer through his venture Doyle Arts, which features his artwork and non-financial writings online. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott W

Series 66

Canton, OH

Edward Jones

Scott Wilson is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2014 and also has been associated with Sentrx Financial since 2013. Based in Canton, OH, Wilson focuses on wealth management services within his current roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner LGBTQIA Intergenerational Families
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Cheryl S

Series 63, Series 65

Canton, OH

Ameriprise

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Janney Montgomery Scott, and Parker/Hunter Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice designed for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jared M

Series 66

Canton, OH

Equitable Advisors

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jonathan S

CFP®, Series 66

Massillon, OH

Edward Jones

Jonathan Sias is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, he worked at ChemSpec Ltd for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Public Service Employee Educators, Teachers, and Academics
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Dale H

Series 63, Series 65

North Canton, OH

Cetera

Dale Hohlbaugh is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also the owner of DH Capital Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform that accommodates various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel R

Series 66

Akron, OH

Edward Jones

Daniel Rasper is a financial advisor with Edward Jones in Akron, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience with Organogenesis, Inc. and Good Place Holdings. He has also worked with Vector Marketing/Cutco Cutlery since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lisa B

Series 63, Series 65

Canton, OH

Ameriprise

Lisa Becher is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Ameriprise in 2026, she spent 19 years with The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, supported by investment research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kim R

Akron, OH

Primerica Advisors

Kim Robinson is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and also worked at Primerica Financial Services starting in 2013. Outside of her advisory role, Robinson is involved in the sale of home security and automation products through affiliated companies and operates as an independent provider in Kent, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Beth G

Canton, OH

Ameriprise

Beth Graybill is a financial advisor with Ameriprise in Canton, Ohio, holding 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she owns Graybill Analytics LLC and works part-time as a yoga teacher. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric J

Series 63, Series 65

Canton, OH

STIFEL

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Prior to joining Stifel, he worked at Butler, Wick & Co., J.P. Morgan Securities Inc., and Banc One Securities Corporation. Outside of his advisory role, Johnson serves as the head coach for freshman football at Jackson High School in Canton, Ohio. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Kelly B

Canton, OH

Primerica Advisors

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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